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PepsiCo
PEP

Overview Fund Activity

1,856 hedge funds and large institutions have $106B invested in PepsiCo in 2015 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 668 increasing their positions, 798 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,856
Holders Change
+104
Holders Change %
+5.94%
% of All Funds
48.74%
Holding in Top 10
270
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.53%
% of All Funds
7.09%
New
167
Increased
668
Reduced
798
Closed
40
Calls
$551M
Puts
$718M
Net Calls
-$167M
Net Calls Change
-$193M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$205M
3
BFA
BlackRock Fund Advisors
California
+$200M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$141M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$4.04B
2
Capital World Investors
Capital World Investors
California
-$375M
3
YAM
Yacktman Asset Management
Texas
-$343M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$235M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
1001
Westport Resources Management
Connecticut
$2.75M +$39.5K +395 +1%
CL
1002
CPWM LLC
Washington
$2.72M +$84.9K +850 +3%
EM
1003
Excalibur Management
Massachusetts
$2.72M -$1.6K -16 -0.1%
BWAM
1004
Boyd Watterson Asset Management
Ohio
$2.72M -$1.3M -13,025 -32%
CIA
1005
Capital Investment Advisors
Georgia
$2.72M -$18.9K -189 -0.7%
MC
1006
Martin & Co
Tennessee
$2.7M +$3K +30 +0.1%
KCMRT
1007
Kemper Corp Master Retirement Trust
Illinois
$2.7M -$799K -8,000 -23%
1GA
1008
1st Global Advisors
Texas
$2.69M -$77.8K -779 -3%
IC
1009
Investment Counsel
Michigan
$2.68M +$2.68M +26,863 New
NPT
1010
Nixon Peabody Trust
Massachusetts
$2.68M +$2.68M +26,850 New
IFAM
1011
Institutional & Family Asset Management
Colorado
$2.68M +$2.68M +26,856 New
CPIM
1012
Columbia Partners Investment Management
Virginia
$2.68M +$362K +3,621 +16%
SFSIG
1013
San Francisco Sentry Investment Group
California
$2.66M +$57.3K +573 +2%
LA
1014
LVW Advisors
New York
$2.65M +$26.4K +264 +1%
EDRAML
1015
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$2.65M +$2.65M +26,500 New
VFS
1016
VSR Financial Services
Kansas
$2.64M -$673K -6,734 -20%
Nomura Holdings
1017
Nomura Holdings
Japan
$2.64M +$1.33M +13,319 +101%
NMIFOAC
1018
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.63M – – –
KTC
1019
Kistler-Tiffany Companies
Pennsylvania
$2.63M +$1.55K +15 +0.1%
PCTC
1020
Perkins Coie Trust Company
Washington
$2.62M +$1.2K +12 +0%
TBNY
1021
Trustco Bank (New York)
New York
$2.61M -$145K -1,450 -5%
HPBT
1022
High Point Bank & Trust
North Carolina
$2.61M -$36.2K -362 -1%
AP
1023
Advisor Partners
California
$2.6M +$332K +3,323 +15%
SPC
1024
Sigma Planning Corp
Michigan
$2.59M -$122K -1,218 -4%
RWA
1025
River Wealth Advisors
Pennsylvania
$2.59M -$64.8K -648 -2%
39 40
41
42 43